Amazon’s New Bets In Ultrafast Delivery AI Shopping And Robotaxis

March 11, 2026

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  • Amazon.com (NasdaqGS:AMZN) has launched “Amazon Now” 15 minute delivery in Brazil, entering ultrafast grocery and convenience delivery in Latin America’s largest e commerce market.

  • In the US, Amazon is rolling out more direct to consumer features, including AI assisted “Buy for Me” shopping and expanded third party integrations for merchants.

  • The company also secured a legal decision limiting the use of external AI bots on its marketplace, affecting how outside tools can access Amazon product data.

  • Separately, Amazon’s Zoox unit reached an agreement with Uber to bring Zoox robotaxis onto the Uber ride hailing platform.

For you as an investor, these moves touch several parts of Amazon’s business at once, from e commerce and logistics to AI tools and autonomous vehicles. Brazil’s 15 minute delivery launch puts Amazon directly into quick commerce in a large, competitive market. In the US, the “Buy for Me” features and new merchant tools highlight how the core retail platform is using AI inside the shopping experience rather than relying on outside intermediaries.

Amazon’s legal win over external AI bots points to tighter control over data access, which could matter as more shopping decisions are influenced by AI tools. The Zoox Uber deal gives Amazon a way to put its robotaxis in front of existing ride hailing demand. This could serve as a testbed for how autonomous mobility might contribute to future revenue streams and partnerships beyond retail.

Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com.

NasdaqGS:AMZN Earnings & Revenue Growth as at Mar 2026
NasdaqGS:AMZN Earnings & Revenue Growth as at Mar 2026

We’ve flagged 1 risk for Amazon.com. See which could impact your investment.

  • ✅ Price vs Analyst Target: At US$212.65, the share price sits about 32% below the US$280.55 analyst consensus target.

  • ✅ Simply Wall St Valuation: Our model flags the shares as undervalued, trading about 39.4% below estimated fair value.

  • ✅ Recent Momentum: The stock has returned roughly 1.9% over the last 30 days.

There is only one way to know the right time to buy, sell or hold Amazon.com. Head to the Simply Wall St company report for the latest analysis of Amazon.com’s Fair Value.

  • 📊 Brazil’s 15 minute delivery, new AI shopping tools, and the Zoox Uber tie up all push Amazon.com deeper into e commerce, AI assisted retail, and mobility services at the same time.

  • 📊 Keep an eye on revenue and earnings trends from Multiline Retail, the 29.4x P/E versus the 16.8x industry average, and how analysts adjust the US$280.55 target as these initiatives scale.

  • ⚠️ Simply Wall St flags one major risk, a high level of non cash earnings, so you may want to look closely at cash flow quality when assessing the impact of these projects.

For the full picture including more risks and rewards, check out the complete Amazon.com analysis. Alternatively, you can check out the community page for Amazon.com to see how other investors believe this latest news will impact the company’s narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include AMZN.

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